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Home My WebLink AboutOC1969-1291 - ESTATE OF STEWART,.,'~~-~~~----;--------,-----~---~-~--~ RCC-43 (5-65) -~~n ,COMMONW~ALTH OF'P1:NNSYLVANI~U 8'U%~f/VfO DEPARTMENT OF REVENUE Nry cotlU OPi HARRISBUR.G '.Ocr Is 9 !.eCrOIiS October 13 1969 J.8A1f'G9 NOTE:TO BE SUBMITTED IN TRIPLICATE j Pennsylvania Department of Revenue Bureau of County Collections 26,S.4th Street Harrisburg,Pennsylvania , " ! l \ I \~ " :.. S V'anderslicet-1rs Y..ath DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR __~l'll:F.7"s""l{ary:-:::'·::::'-:::J~an~e::::-,J.....:·t_e1i_~a__r,_t,_~.....-__ :",0 uncan Ave ADDRESS W_u_·S_'h_in_g_t_on:.--P_a_l_5_:P_l _ DATE OF DEATH :-:-=:::-::-O_ct~7-1..:.-96--=.'9-----_ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR _--:M~r:-;:;s-:K:-a-th-ryn-_:_s-..-v-a.n-d-e-r-sl-i-c-e ...;. .350 Duncan Ave ADDRESS l'1_a_sh_in_,_t_O_I'l_p_S_'_15__3_0_1 .....-_ .\':.,..'\ Pursuant to Section 742,Pennsylvania Inheritance and'Estate Tax Act of 1961j we herewith submit the following report:,! \ NAME O'F REPORTING Pittsburgh National BankWashingtonOffice. FI NANC IAL INSTI TUTION ---t:l(,.....;S~+Ioll,e=A~!;Aa-.,aliA:tr------:-~------:...-"";-- Washington Pa 15301 \ADDRESS --:-_-----"---.;,..-'--"~......:...__..::.~~~,;..;.'..::,.'~+\ ACCOUNT NO.OF JOINT,'\ TRUST OR INVESTMENT DEPOSIT-=S~a~V#~1~56~6!:=.2 --!../_\\ NAMES ON ACCOUNT " '\, OR INVESTMENT --=M:::.:!r:..:::s~Mgv~..::'~J=an==e:::S::t::et:::var::=-,-=-t-:o:.::,r_-:--__\\7,_\'" ' i ,\"'~.i~.'~~ Dear Sir: RELATIONSHIP TO DECEDENT_...;;d;;;;;au~g;;::.:h:..:.te::.:r:.....-_I_(------ DATE DEPOSIT OR INVESTMENT ,I WAS ESTABLISHED ..c.;;.9....;;:::1:L:9-~5~6 _ BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $__---'1,='..;;.3__1 2_2 _ ~,~~~~~;: •ignature V ~TLE Platform J\.f;;s~t. Date:N_o_v_e_m_b_e_r_1_0-.L.,_1_9_6_9__ Coun ty __----lJiu:AJ..IoSuHJ..,IIu.:Nu.GuT....l.OwNL....-_ OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION WASHINGTON,PENNSYLVANIA 15301 TO:MRS.KATHRYN S.VANDERSLICE ,350 DUNCAN AVENUE County File No._ Bureau File No.6,.3.,-t Y ..../J ~/ We have received notice that~xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx on Oct.7 19 69,you came into ownership of certain property through . " transfer from MRS.MARY JA~~STEWART,Deceased. RCC-134 (8-65) COMMONWEAL TH OF PENNSYLVANIA DfPARTMENT OF REVENUE B,UREAU OF COUNTY COLLECTIONS .-'INHERITANCE TAX DIVISION Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. The property on which tax is hereby assessed consists of:J t.Sav.Acct.#15662 held in the PITTSBURGH NATIONAL BANK,WASHINGTON OFFICE,WASHINGTON,IA.,in the names of MRS.~~RY JANE STEWART or MRS.KATHRYN S.VANDERSLICE.Opened 9-19-56. BALANCE AS OF DATE OF DEATH,$1,531.22. appraised by the Commonwealth,as of the date of death,at $1 ,53J 22 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $__.....;.7....;;.6-=-5.:...;.6::;.::1:.-_$--------- AMOUNT OF TAX DUE 45.94 D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Jan.7 19 70 you may deduct a discount of 5%of the amount of tax due,or 2.30 D This tax became delinquent one year after the date of death of the decedent and,in addition to the tax,statutory interest at the rate of 6%of the tax per annum is also due as of *_ 19 in the amount of 45.94$$-================:::: ASSESSED BY:_.L~~::=~~e.~LL~L..~~~~~~~.(,'::!:-r'~~~_ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS TOTAL AMOUNT DUE *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum unti I paid APPRAISED BY:~~~~/~-4--L:3:::::::~~=;:;'~ .r} 15301 b Make checks or money orders payable to:?,.f 00//'10 (over) To insure proper cred it to your account this Official Notice must accompany your payment.Mail or bring it to: 1?~I/iU{~ AGENT FOR THE COMMONWEALTH COURT HOUSE WASHINGTON,PENNA. you have already paid this tax to an executor,administrator,attorney or other personal representative of the cedent for forwarding to the Commonwealth,list below the date paid,name and address of the person to whom u made payment,their official title and the amount... Name and Address of Payee Official Title .•ate Paid Amount Paid ~ ."..- nder certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended you may qualify as deductions against the gross value of the property in the computation of tax due.If any ch expenditures meet all of the three following tests,it is recommended that you itemize the payments below, ecute the affidavit,and re'turn this notice.The Register of Wills will examine the debts claimed and allow, ose which he determines to be proper.The tax will then be recomputed and you will receive an amended sessment of tax. HE THREE TESTS WHICH MUST BE MET ARE THAT:• -You were'personally le~ally responsible for these debts,and "Yo~actually paid these debts out of the account or property described above and can furnish proof of such payment,if required,and -These same debts are not also claimed,for tax purposes,by an executor,administrator or other person.al representative of the decedent handling the administration of the general estate of the decedent or any other transferee.. SCHEDULE OF DEBTS ate Paid Name of Payee Description of Obligation Amount Paid TOTAL $ (attach separate sheet if requ ired) OMMONWEALTH OF PENNSYLVANIA) SS: OUNTY OF:) ,hereby certify that the foregoing is a just and true statement of uneral expenses and other debts of the decedent,,for which I as legally responsible and which I did payout of the property herein taxed.I further certify,that to the est of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance ax purposes. I WORN AND SUBSCRIBED BEFORE ME THIS DAY OF 19_ Signature of Taxpayer . REPORT OF REGISTER OF WILLS ,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I ave allowed deductions listed above in the total amount of $" ate of Approval: Register of Wi lis - 2 S b t w C C I f T I h D or by su ex th as ,3 U If de yo D• _0 h:JA~~69.....................................:,~. ppraiser .........................................................................................................,.. y21stblawformlty Form RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE Nov.21 1969..................................................1....................................................... DEI"ARTMENT OF REVENUE RESIDENT INHERITANCE TAX,COUNTY ............WASHI.N.GTON...............BUREAU OF COUNTY COLLECTIONS ..................'APPRAISEMENT,,~ FILE NO...............?~.=..?..~..:..~.~..~.~..................................HARRISBURG,PENNA.17127 Whereas,J WASHINGTON·...........··...............MARY....JANE....S.TEtA.RT................................................late of ............................................................................................................... in the County of ..............................WASHING.T.ON................................................................Commonwealth of Pennsylvania,having died on the ..................:.......................?~.h..........................................day of .......................Q.~.~.9..P..~T ..........................19 ...§.~,seized and possessed ofan estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,...................................J'i........R.......CHANEy..............................................,an appraise.r duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. , I Unit AppraisementDescriptionofAssetMadeforInheritanceValuesTaxPurpoles $ JT.HELD PERS.: I T...<::...n fl.,..,.....-I.flr:;.hh')h"l~;,.....'h"PT'T''T' XTA'T'T(YMA T OA~TIl'l.TA ~'T'('IM <'\<l,T fl.<::UTM0..'T'('IM DA...,...,~..,...., ln the names of MRS.MARY J Ai\TE STm\TART or MRS. KATHHYN S VA NnJi'R C;;:T Tr'H'£'T\"'n,,~Q.1 Q .c:h ll~l~,..,.."...'""I:-.... date of death $1 ,C;.11 22 Onp.-h::llf T::lxahlp.7hC\(.\1 ''',''.... .. .. I I Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- wit on this ....................................................da of ............·..··.·.....................·....·...N.o.vem er.........·...................................19..........• (Number and Street) ·..· ·..···..······..···..·······..·WASHI~\i>tP·~lii~~·i··..··,Penna. ....................................WASHINGTON .County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ··MARy···JANE····BTmvART······························.....Deceased. Late of Date of Death, .................···\'1ASHINGT-ON·.... Oct.7 1969 , Appraisemel!t Docket Vol.,3.8 .. Page,No 6..3.~.6..9..-:::.l.2..91 Filed in Register's Office,N.o.v .2.1.....19 6..9 Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal f1'om Appraisement,.. Entered and charged,. ... " J•